Filed January 13, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX1+ years Service code 51 · EIN 94-1441976 555 CALIFORNIA STEET · SAN FRANCISCO, CA 94104 | Investment Mgmt Fees | $219,395 |
TOUCHSTONE RETIREMENT GROUP, LLC1+ years Filed as: TOUCHSTONE CONSULTING Service code 11 · EIN 04-3299274 390 MAIN STREET #400 · WORCESTER, MA 01608 | Actuarial | $176,926 |
US BANK1+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 60 LIVINGSTON AVE · ST PAUL, MN 55107 | Bank Trustee | $89,005 |
PRACITICAL CONSULTANTS1+ years Filed as: PRACTICAL CONSULTANTS Service code 29 · EIN 41-1833620 706 SECOND AVE SOUTH · MINNEAPOLIS, MN 55402 | Legal | $31,893 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $253,870-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 4.3%-4.3pp |
| Annual return | -2.58% | -1.11%-1.5pp | -1.10%-1.5pp | 2.81%-5.4pp |
| Employer contribution / active EE | $0 | $19,191-100.0% | $27,248-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $1,024-100.0% | $105-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $702,575-100.0% | $1,639-100.0% |